Citadel Advisors’s iShares Core 80/20 Aggressive Allocation ETF AOA Stock Holding History

Citadel Advisors’s Portfolio AOA Stock Details AOA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.04M	Buy	+11,801	New	+$1.07M	﹤0.01%	7561
2025 Q4	–	Sell	-7,536	Closed	-$664K	–	12584
2025 Q3	$664K	Buy	+7,536	New	+$642K	﹤0.01%	8455
2024 Q4	–	Sell	-10,812	Closed	-$853K	–	14444
2024 Q3	$853K	Sell	10,812 -15,469	-59%	-$1.18M	﹤0.01%	7179
2024 Q2	$1.97M	Buy	26,281 +17,306	+193%	+$1.27M	﹤0.01%	5345
2024 Q1	$659K	Sell	8,975 -7,783	-46%	-$549K	﹤0.01%	7791
2023 Q4	$1.16M	Buy	+16,758	New	+$1.09M	﹤0.01%	6394
2023 Q2	–	Sell	-29,238	Closed	-$1.86M	–	14289
2023 Q1	$1.86M	Buy	29,238 +5,909	+25%	+$369K	﹤0.01%	5535
2022 Q4	$1.39M	Buy	23,329 +10,992	+89%	+$651K	﹤0.01%	6183
2022 Q3	$684K	Buy	+12,337	New	+$750K	﹤0.01%	7781
2021 Q4	–	Sell	-37,278	Closed	-$2.6M	–	13736
2021 Q3	$2.6M	Buy	37,278 +28,151	+308%	+$2M	﹤0.01%	5710
2021 Q2	$645K	Sell	9,127 -24,744	-73%	-$1.72M	﹤0.01%	9435
2021 Q1	$2.27M	Buy	+33,871	New	+$2.24M	﹤0.01%	6098
2020 Q4	–	Sell	-42,051	Closed	-$2.44M	–	10868
2020 Q3	$2.44M	Buy	42,051 +14,844	+55%	+$856K	﹤0.01%	4360
2020 Q2	$1.49M	Buy	27,207 +1,474	+6%	+$76.7K	﹤0.01%	5078
2020 Q1	$1.22M	Sell	25,733 -11,867	-32%	-$650K	﹤0.01%	4967
2019 Q4	$2.18M	Buy	37,600 +23,736	+171%	+$1.34M	﹤0.01%	4269
2019 Q3	$761K	Buy	+13,864	New	+$755K	﹤0.01%	6063
2018 Q4	–	Sell	-20,110	Closed	-$1.1M	–	9045
2018 Q3	$1.1M	Buy	+20,110	New	+$1.09M	﹤0.01%	5378
2018 Q2	–	Sell	-37,217	Closed	-$1.99M	–	8772
2018 Q1	$1.99M	Buy	+37,217	New	+$2.03M	﹤0.01%	3739
2017 Q3	–	Sell	-12,545	Closed	-$650K	–	7491
2017 Q2	$650K	Sell	12,545 -1,868	-13%	-$95.3K	﹤0.01%	4746
2017 Q1	$720K	Sell	14,413 -15,510	-52%	-$759K	﹤0.01%	4471
2016 Q4	$1.41M	Buy	+29,923	New	+$1.4M	﹤0.01%	3373
2016 Q3	–	Sell	-5,804	Closed	-$266K	–	7200
2016 Q2	$266K	Buy	+5,804	New	+$264K	﹤0.01%	5397
2015 Q4	–	Sell	-9,022	Closed	-$394K	–	8691
2015 Q3	$394K	Buy	+9,022	New	+$414K	﹤0.01%	5148

Other funds holding AOA

Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

EIG

Ellenbecker Investment Group Waukesha, Wisconsin $743M AUM 15.2% 1-Year Est. Return

JSA

Jim Saulnier & Associates Fort Collins, Colorado $205M AUM 10.53% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FIA

Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.18B AUM 18.43% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Citadel Advisors's AOA Position: Q1 2026 in Review

Citadel Advisors opened a new position in iShares Core 80/20 Aggressive Allocation ETF (AOA) in Q1 2026: 11,801 shares worth $1.04M. The stake represents ﹤0.01% of the portfolio and ranks #7561 among its holdings. This is a return to the name: Citadel Advisors previously reported a position in AOA as recently as Q3 2025.

Citadel Advisors first reported a position in AOA in Q3 2015 and has held it in 24 quarters since. The position peaked at $2.6M in Q3 2021. 403 funds tracked by Wall St. Rank hold AOA as of Q1 2026.

Citadel Advisors held 11,801 shares of iShares Core 80/20 Aggressive Allocation ETF worth $1.04M as of Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF was a new Citadel Advisors position in Q1 2026.
iShares Core 80/20 Aggressive Allocation ETF made up ﹤0.01% of Citadel Advisors's portfolio in Q1 2026, its #7561 holding.
Citadel Advisors first reported a position in iShares Core 80/20 Aggressive Allocation ETF in Q3 2015 and has held it in 24 quarters since.
Citadel Advisors's iShares Core 80/20 Aggressive Allocation ETF position peaked at $2.6M in Q3 2021.
403 funds tracked by Wall St. Rank held iShares Core 80/20 Aggressive Allocation ETF as of Q1 2026.

Based on Citadel Advisors's 13F filing for Q1 2026, filed 15 May 2026.